Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...

There are two common ways to think about a retirement budget: you can start with the lifestyle you want or the assets you ...

A financial advisor who specializes in working with women can help create strategies tailored to the financial challenges that many women experience. From balancing caregiving responsibilities and ...

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need to ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

Retirement planning as a couple has its perks: shared goals, double the savings power and someone cool to dream with. But double the planners also means double the opinions on when you'll retire, ...

You save every month, increase your SIPs when your salary rises and stay invested for years — yet many people lose confidence ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

Advisers still use traditional criteria for fund selection, but retirement income products raise new questions. While consideration about the actual investments included in defined contribution plan ...

Some have posited that the path to asset growth within advisory firms is for more advisors to perform retirement planning consultations. After all, there are more than $45 trillion in retirement ...